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Gold is Becoming |
The $36 Trillion Vegas |
We’re talking about a return to gold as balance sheet capital—fully counted, fully trusted.
This isn’t about inflation anymore. It’s about structure. Gold is rising not because people are scared…but because banks are buying—quietly, systematically, under new rules.
Gold ≠ crypto. Crypto is outside the system. Gold is being brought back into the system. Approved. Custodied. Trusted. Global. It’s the opposite trajectory.
Most people still think in price terms. But Basel III is about utility. Gold is becoming useful again—for banks, nations, and institutions. Utility leads price. Always.
Now ask yourself: Why is gold hitting ATHs without retail FOMO? Without Fed pivoting? Without crisis? Because this isn’t a reaction. It’s a transition.
So what actually changes?
- Banks can now use gold as Tier 1 capital.
- Gold becomes accepted as interbank collateral.
- Those who custody gold now hold system-grade liquidity.
That creates a two-tiered gold market:
- Paper gold = derivatives, ETFs, futures.
- Real gold = vaulted, allocated, physically settled. Only one gets Tier 1 status.
We are now watching the re-rating of gold. It’s not about a price spike. It’s about gold being re-weighted—against other assets, against debt, against global risk.
Gold is still historically cheap in relative terms with most other assets ridiculously overvalued. It’s at ATHs in nominal dollars, but discounted versus equities, real estate, and other assets bloated by fiat expansion.
As gold becomes Tier 1 collateral, its monetary premium will rise. It won’t just be a trade. It will be a reference point.
The smart money isn’t trading gold. They’re positioning around it—vaulting it, settling it, insuring it. Basel III gives them a reason to do it system-wide.
And now it’s not just central banks accumulating. It’s commercial banks, family offices, and sovereign wealth funds. Not speculation. Structural demand.
If you hold gold now—physical, allocated, auditable—you’re not hedging. You’re front-running the collateral shift that the world will recognize after it's complete & it’s too late… in my opinion, this is related to Agenda 21 and Agenda 2030. The idea is to make people poor in real terms.
This isn’t just a gold rally. This is the reintroduction of gold back into the most significant monetary infrastructure role it’s ever had. It will not happen twice in our lifetime.
Gold isn’t becoming Tier 1 because of price. It’s rising in price because it’s becoming Tier 1.
Gold is no longer just a store of value. It’s becoming a tool of liquidity—inside the global system. If you understand, you know what happens next.
Gold isn’t a trade. It’s infrastructure. You need to know what’s coming.
This shift to gold as Tier 1 isn’t happening in a vacuum. It aligns with broader global financial restructuring under frameworks like Agenda 2030 and Agenda 21. You may not see the connection yet. But the dots are real—and they’re deliberate.
Agenda 2030 is marketed as sustainable development. But behind the buzzwords, it quietly introduces a model of centralized liquidity + decentralized poverty. You don’t own your home. You don’t own your energy. And soon—if you’re not careful—you don’t own your value.
Gold (and silver) are being structurally elevated while attention is focused on digital distractions. Crypto will remain volatile. Fiat will inflate. But real collateral— $GOLD —will be restricted, vaulted, and eventually out of reach. Unless you front-run that now.
John Rubino
P.S. Add your thoughts to the mix here: addison@greyswanfraternity.com
How did we get here? Find out in these riveting reads: Demise of the Dollar, Financial Reckoning Day, and Empire of Debt — all three books are now available in their third post-pandemic editions. You might enjoy one or all three.
(Or… simply pre-order Empire of Debt: We Came, We Saw, We Borrowed, now available at Amazon and Barnes & Noble or if you prefer one of these sites: Bookshop.org, Books-A-Million or Target.)
Please send your comments, reactions, opprobrium, vitriol and praise to: feedback@greyswanfraternity.com
Sent to: diansastroxz.forex@blogger.com |
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